Selangor - Petaling Jaya
UOB Kay Hian Wealth Adviser Sdn Bhd
Range of fee
from RM500 up to RM4,500
Soh Fen is an Independent Wealth Advisor with RFP & ACCA/FCCA qualifications.
She provides value to her clients by helping them to improve their financial well-being with Effective Financial Planning.
Her scope covers Holistic Financial Planning or specific objectives - Wealth Protection, Wealth Enhancement, Wealth Distribution, and Debt Restructuring.
Her background is in accountancy and taxation. She started her investment and retirement plan > 20 years ago while still working for an MNC (i.e. BP, Panasonic) and gained experience in a wide range of investment vehicles.
She is semi-retired and enjoys what she is doing now – to help professionals have clarity and build a SMART Financial Roadmap to achieve their financial goals and needs.
Estate Planning, Comprehensive Plan, Health Care Planning, Financial Security, Credit Protection, Retirement Planning, General Accumulation / Emergency Money, Child Tertiary Education Planning, Emergency Savings, Wealth & Investment Portfolio Management
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